Bridgewater Wealth & Financial Management’s J.M. Smucker SJM Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$8.58M	Sell	69,095 -1,986	-3%	-$221K	3.42%	10
2017 Q3	$7.46M	Buy	71,081 +13,697	+24%	+$1.56M	3.06%	13
2017 Q2	$6.79M	Buy	57,384 +4,712	+9%	+$595K	2.26%	16
2017 Q1	$6.9M	Buy	52,672 +11	+0%	+$1.5K	2.53%	12
2016 Q4	$6.74M	Sell	52,661 -2,266	-4%	-$294K	2.55%	14
2016 Q3	$7.45M	Sell	54,927 -407	-0.7%	-$59.7K	2.74%	13
2016 Q2	$8.43M	Sell	55,334 -311	-0.6%	-$41.4K	3.04%	8
2016 Q1	$7.22M	Sell	55,645 -5,795	-9%	-$730K	2.63%	16
2015 Q4	$7.58M	Buy	+61,440	New	+$7.32M	2.94%	12

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgewater Wealth & Financial Management's SJM Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its J.M. Smucker (SJM) stake by 2.8% in Q4 2017, selling an estimated $221K and leaving 69,095 shares worth $8.58M. The position accounts for 3.42% of the portfolio, ranked #10.

Bridgewater Wealth & Financial Management first reported a position in SJM in Q4 2015 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

Bridgewater Wealth & Financial Management held 69,095 shares of J.M. Smucker worth $8.58M as of Q4 2017.
Bridgewater Wealth & Financial Management sold 1,986 J.M. Smucker shares in Q4 2017, an estimated $221K.
J.M. Smucker made up 3.42% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #10 holding.
Bridgewater Wealth & Financial Management first reported a position in J.M. Smucker in Q4 2015 and has held it in 9 quarters since.
799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.